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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $935M AUM 923 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 141 Added 250 Reduced 239 Exited
Page 14 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ADBE ADOBE INC COM Technology 802.0 $195K 0.02% -325.0 -28.8% $243.08 +4.2%
262 EEMV ISHARES INC MSCI EMERG MRKT 2,970.0 $192K 0.02% $64.74 +11.1%
263 C CITIGROUP INC Financial Services 1,693.0 $192K 0.02% +154.0 +10.0% $113.41 +10.0%
264 FYT FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD 3,100.0 $192K 0.02% $61.79 +5.0%
265 XLC SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1,665.0 $185K 0.02% $110.86 +4.7%
266 SCHH SCHWAB STRATEGIC TR US REIT ETF 8,551.0 $184K 0.02% $21.49 +9.9%
267 WDC WESTERN DIGITAL CORP. COM Technology 675.0 $183K 0.02% -185.0 -21.5% $270.49 +68.5%
268 DG DOLLAR GEN CORP NEW COM Consumer Defensive 1,525.0 $181K 0.02% -12.0 -0.8% $118.73 -12.8%
269 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,381.0 $181K 0.02% $131.08 -1.7%
270 BSX BOSTON SCIENTIFIC CORP Healthcare 2,857.0 $179K 0.02% $62.75 -9.7%
271 VRTX VERTEX PHARMACEUTICALS INC Healthcare 401.0 $179K 0.02% $446.54 -2.7%
272 DEO DIAGEO ADR REP 4 ORD Consumer Defensive 2,403.0 $179K 0.02% +50.0 +2.1% $74.45 +13.2%
273 PAYX PAYCHEX INC COM USD0.01 Industrials 1,917.0 $177K 0.02% -582.0 -23.3% $92.11 +2.6%
274 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 1,890.0 $174K 0.02% -255.0 -11.9% $92.31 -0.4%
275 VGT VANGUARD WORLD FD INF TECH ETF 250.0 $174K 0.02% -17.0 -6.4% $697.72 -83.7%
276 VMC VULCAN MATERIALS CO Basic Materials 640.0 $174K 0.02% $272.30 -4.7%
277 DHR DANAHER CORPORATION COM Healthcare 916.0 $174K 0.02% $189.60 -11.9%
278 AVLV AVANTIS US LARGE CAP VALUE ETF 2,145.0 $173K 0.02% $80.61 +9.8%
279 MELI MERCADOLIBRE INC COM USD0.001 Consumer Cyclical 100.0 $173K 0.02% $1729.02 -7.8%
280 BX BLACKSTONE INC Financial Services 1,483.0 $171K 0.02% +617.0 +71.2% $114.99 +1.6%
Page 14 of 47  ·  923 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Financial Services 18.9%
Industrials 14.2%
Healthcare 10.2%
Communication Services 7.1%
Consumer Defensive 6.2%
Consumer Cyclical 5.6%
Energy 5.5%
Basic Materials 1.6%
Utilities 1.2%